Archive
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From Sovereign Bonds to Monte Cristo: A Tale of Two Waterloos 📚
What connects a research paper on emerging market bonds to Alexandre Dumas’ masterpiece? Both emerged from the post-Napoleonic era—but only one explores what truly counts.
2 minutes
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🎭 I just quoted a dead guy who never said what I quoted.
Turns out “what gets measured gets managed” isn’t Drucker either—and the real version warns against exactly what we’re doing with it.
1 minute
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🌿 Unlocking the Secrets of ESG Data: A Guide for Asset Owners!
Differentiating Article 8 funds from Article 8+ claims poses challenges, especially concerning their ESG commitments. The EU’s SFDR regulation provides standardized reporting via the European ESG Template (EET), simplifying data analysis. This facilitates transparency, enabling…
1 minute
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🤖 I just watched AI take over my computer.
An AI agent navigated websites and executed tasks while I watched, frozen. The future arrived faster than expected. What happens when AI triggers more AI?
2 minutes
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Imagine getting paid to use electricity!
Battery storage costs have plummeted 90% since 2010. The arbitrage opportunity is staring us in the face: bank free solar at noon, sell it back at 7pm when everyone gets home and prices spike.
1 minute
Period
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